+1,683.4%
WLDN vs VT
+374.2%
+1,309.2%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -2.5% | +0.4% | -3.0% | -2.9% |
| 30D | +15.7% | +1.0% | +14.7% | +14.8% |
| 3M | -12.4% | +2.4% | -14.8% | -14.2% |
| 6M | +2.3% | +12.0% | -9.7% | -7.5% |
| YTD | -17.2% | +15.3% | -32.6% | -26.7% |
| 1Y | -16.8% | +22.6% | -39.4% | -29.9% |
| 3Y | +251.6% | +74.7% | +176.9% | +119.7% |
| 5Y | +121.8% | +66.1% | +55.7% | +45.6% |
| 10Y | +377.6% | +225.0% | +152.6% | +94.9% |
| All | +1,683.4% | +374.2% | +1,309.2% | +317.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling